Tax Returns | A tailored approach

We recognize that tax advice varies for each individual and business. We are dedicated to offering personalized and reliable taxation advice. We take the necessary time to ensure that you receive expert advice tailored to your specific needs.

Individual Tax Returns

  • Individual Tax Returns

  • Sole Traders

  • Capital Gains Tax (CGT)

  • Property & Share Investors

  • Managed Funds

  • Advice on minimising tax liability for all personal taxes

Business Tax Returns

  • Company Tax Returns

  • Partnership and Trust Tax Returns

  • BAS Preparation and lodgement

  • Liaise with the ATO on your behalf

  • Auditing advice & audit insurance

Overdue Returns

If you find yourself behind with lodging your tax returns and feeling concerned about dealing with the ATO, we are here to offer you peace of mind. With our extensive experience in sorting out overdue tax returns, we can help alleviate your worries and streamline the process for you.

Don’t let overdue tax returns cause unnecessary stress. Let Tri Accounting simplify the process and help you achieve the best possible outcome. Get in touch with us today to get started on the path to compliance and financial peace of mind.

What you need ready for our appointment

Income

  • Your ID, Tax File Number and Australian Business Number (If you have one)
  • Bank details for refund
  • Payment Summaries (PAYG, Termination)
  • Details of spouse taxable income
  • Annual bank statement showing interest earned
  • Annual statement for investment properties
  • Dividend statements
  • Annual share trading reports in PDF and CSV
  • Annual statements from managed investment funds
  • Details of foreign income earned
  • Annual private health insurance statement
  • Annual rental statements
  • Last years tax return

Deductions

  • Details of Income Protection Insurance, Sickness and Accident Insurance
  • Expense statements/receipts for investment property, depreciation report, mortgage bank statement
  • Evidence of donations to charities
  • Annual statement from Investment, Trust or Managed Fund
  • Accountant Fees Invoice for previous year’s tax return
  • Log book and expense receipts for vehicle used for work purposes
  • Receipts for work-related travel expenses
  • Receipts for tools, equipment and uniform
  • Education/Training related expenses

Need help with your tax?

At Tri Accounting, we offer comprehensive tax preparation and lodgement services tailored to a diverse range of clients, including individuals, companies, trusts, partnerships. Whether you’re an individual, sole trader, a small business owner, or managing complex financial structures, we are here to assist you every step of the way.

We can help you to maximize your deductions whilst complying with the tax laws.

Tax Accountant and Tax Agent in Sydney servicing small businesses and Individual tax returns in Norwest, Bella Vista, Toongabbie, Old Toongabbie, Winston Hills, Seven Hills, Rouse Hill, Baulkham Hills, Castle Hill, Kellyville, Stanhope Gardens, Glenhaven, Kenthurst, Marsden Park, Colebee, Schofields, Riverstone, Blacktown, Parramatta, Northern Beaches, Eastern Suburbs & Sydney.

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Real Testimonials

What others are saying about us…

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“After many years in business, I have finally found an accountant who understands the problems from start-ups to a successful business. His contribution in invaluable.”

Ralph Rintoule

“I had a few questions surrounding the start of my business, Simon spent time on the phone to explain what I needed answers on and it was greatly appreciated. Thank you team”

Ashleigh Bardell

“I had a zoom meeting with Simon last week, as I am in the start up stage of my online business and had lots of questions. Simon was easy to talk to and found him to be super informative and extremely well priced. I would highly recommend Simon at Tri Accounting for any of their accounting needs.”

Jayde Winsley

“I have been working with Simon for a couple of years now and he has helped me understand how and where my money was going and how to use it more wisely. Always great to be able to call and chat when i have a question regarding upcoming ideas and projects. Thank you Simon”

Mark Eklips Pooley

Disclaimer: The information contained herein should not be considered personal, financial, legal or taxation advice as it is intended to provide information of a general nature only. The information contained in this document may not be appropriate to your individual needs, therefore you should seek specific business or personal, financial, legal and taxation advice before making any financial or investment decisions.